Equity Analyst
3 days ago
Job Description:
We are seeking a highly motivated and analytical Public Equities Investment Analyst to join our team. The successful candidate will be responsible for conducting in-depth equity research, identifying investment opportunities, and supporting the portfolio management team with actionable investment ideas. This role requires a deep understanding of equity markets, strong financial modeling skills, and the ability to work collaboratively in a fast-paced environment.
Key Responsibilities:
- Conduct thorough fundamental analysis of public companies, including financial statement analysis, industry research, and competitive landscape assessment.
- Develop and maintain detailed financial models to forecast company performance and valuation.
- Identify and recommend investment opportunities consistent with our long-only strategy.
- Monitor and analyze market trends, economic indicators, and news related to existing and potential investments.
- Prepare comprehensive research reports and presentations for the investment committee.
- Collaborate with portfolio managers to develop and implement investment strategies.
- Attend industry conferences, company meetings, and other events to gather insights and information.
Qualifications:
- Bachelor’s degree in Finance, Economics, Accounting, or a related field; CFA designation is a plus.
- 3+ years of experience in equity research, investment banking, or asset management.
- Strong understanding of financial markets, investment principles, and valuation methodologies.
- Proficiency in financial modeling, analysis, and use of financial databases (e.g., Bloomberg, FactSet).
- Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely.
- High level of attention to detail and strong analytical skills.
- Ability to work independently and as part of a team in a fast-paced environment.
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